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Access the tools, playbooks and resources needed to assist you on your journey to growing and scaling your business. The Vault is a resource hub of business strategy tools for growing small businesses and enterprises.

OUR PRIORITY IS GETTING YOU RESULTS, PERIOD.

HOW WE CAN HELP

What brings you here?

SELECT THE SERVICE BELOW THAT INTERESTS YOU THE MOST

HERE TO HELP YOU SUCCEED

HOW WE GET YOU RESULTS

Where business fails is not having an accountant that truly understands the needs of a business. We work “Fast-growing” businesses range in industry but are typically in healthcare, ecommerce, trucking, construction, real estate, government contracting, technology. The services below can be customized based on your needs. Use what’s here as a guide. Where you don’t need full (UPDATE)

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IS THIS YOU?

“Fast-growing” businesses range in industry but are typically in healthcare, ecommerce, trucking, construction, real estate, government contracting, technology. The services below can be customized based on your needs. Use what’s here as a guide. Where you don’t need full (update)

IT ALL STARTS WITH A PROCESS

MASTER BUILDER PLAYBOOK

Your modus operandi for maximizing growth opportunities within your business so that you can transition into executing other business ideas.

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Where necessary we focus on your specific role in your business and your financials.

This means we organize or review your existing financials and accounting systems and expand your reporting. We focus on implementing a more strategic focus and create a streamlined effective plan.

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Expansion

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Every single business needs a plan to scale.

And by “scale” we don’t mean how you make more money via sales and marketing, we mean managing exponential growth. Meaning, how to increase revenue without also drastically increasing your expenses.

2

transition

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Every single business needs a plan to scale.

And by “scale” we don’t mean how you make more money via sales and marketing, we mean managing exponential growth. Meaning, how to increase revenue without also drastically increasing your expenses.

3

transition

Master Builder Playbook

CFO | CORPORATE RESTRUCTURE SERVICES

All services are available to clientele of institutions, NPO and companies that service the entrepreneur community. Additionally, services will include being hired to teach or design or consult.

CFO Corporte Restructure

WHY CHOOSE THE VAULT

Corporate services

All services are available to clientele of institutions, NPO and companies that service the entrepreneur community. Additionally, services will include being hired to teach or design or consult.

Corporate Services
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SPEAKING ENGAGEMENTS

Hire Katrina

Need a trainer or speaker for your event? Complete this form to hire Katrina. Speaker fee begins at $3500 USD

Speaking Services

you're one step closer to sustaining your dream

Have questions about our services or how to best work with us? Or just a general inquiry? Schedule a call.

Sage22 Strategic Advisors, LLC

1776 Heritage Center Dr. Ste #204

Wake Forest, NC 27587

Get in Touch 

hello@sage22.com

844-4SAGE22 (472-4322)

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